THE SUMMIT 2025
Tax Planning and Practice Management
September 30 - October 3, 2025
Omni Hotel, Tempe AZ
THANK YOU FOR REGISTERING!
In the next 5-10 minutes you'll receive a confirmation email so that you know your spot is reserved. If you don't see it be sure and check your spam folder and of course reach out to [email protected] with any questions.
We can't wait to see you there! In the meantime, here are some additional resources to check out before the Summit.
The Retirement Tax Services Podcast
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
The Perfect RIA
Podcast
Does your RIA lack the systems and processes needed to operate at maximum efficiency? Then The Perfect RIA podcast may be what you are looking for, as Matt and Micah offer actionable advice to help you move your practice to the next level.
The Summit 2025
Registration
Return to the 2025 RTS/TPR Tax Summit registration page to register another guest.
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firm.
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